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Customer Segmentation & RFM Analytics Dashboard

Q: Can I use this template commercially?

Yes. This template is released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.

Track RFM scores, churn risk, and LTV tiers for actionable customer insights. Free .xlsx with formulas. Tracks Active Customers, Avg Customer LTV.

Analytics · dashboard · CC0 · Public domain · Built by Sheetly AI

Preview of the Customer Segmentation & RFM Analytics Dashboard template

About this template

This analytics dashboard brings together indicators like "Active Customers", "Avg Customer LTV" and "High Churn Risk Customers" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.

This template helps you analyze customer behavior using Recency, Frequency, and Monetary (RFM) scoring along with churn risk and lifetime value tiers. Enter transaction-level data and segment scores on the Data sheet to automatically aggregate key KPIs. Use the RFM scores, churn risk levels, and LTV tiers to prioritize retention campaigns and growth opportunities. Review the summary KPIs and category comparisons regularly to refine your segmentation strategy over time.

Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.

Use cases

Visualize indicators like "Active Customers" and "Avg Customer LTV"
Make faster decisions based on "High Churn Risk Customers"
Compare your data without building the spreadsheet from scratch
Edit the entries in the Data tab and watch the dashboard recalculate automatically

Key features

Active Customers
Avg Customer LTV
High Churn Risk Customers
Visual dashboard with 3 automatic indicators
Editable formulas in the Data tab
In-cell mini charts (sparklines)

What's inside the file

3 tabs: Dashboard, Data, Instructions
41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
Built-in chart that updates with your numbers.

Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.

Download the .xlsx free

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